How will Mark Mobius invest $100 across asset classes & markets including India?
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Mark Mobius on asset allocation
- Mark Mobius, the Chairman of Mobius Emerging Opportunities Fund, is a renowned global investor with decades of experience in emerging markets.
- In an interview with ETNow, he shared his insights on asset allocation and market strategies, emphasizing the importance of equities for long-term investments.
- Mobius provides a comprehensive breakdown of how he would allocate $100 across different asset classes and global markets.
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Focus on equities and gold
- Mobius stresses that equities remain the top asset class, stating that 90% of any investment portfolio should be allocated to them. He also suggests a 10% allocation to gold for diversification and as a hedge against volatility.
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Global equity allocation strategy
- When it comes to dividing his equity investments across global markets, Mobius favors a diverse approach.
- He plans to allocate 20-30% of the equity portfolio to India and another 20-30% to Taiwan, highlighting both countries as key drivers of growth.
- He allocates 10% each to China and Korea, with the remaining portion spread across several emerging markets, including Vietnam, Thailand, Indonesia, Malaysia, Turkey, and Brazil.
- This diversified exposure is designed to tap into growth opportunities across multiple regions.
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Why no significant allocation to US stocks?
- Interestingly, Mobius does not make a direct allocation to US stocks in his equity portfolio. However, he explains that many US-listed stocks have significant exposure to emerging markets, especially through American Depository Receipts (ADRs) of Indian, Chinese, and Malaysian companies.
- Additionally, several US companies have extensive operations in emerging markets, further justifying indirect US exposure within his portfolio.
(Disclaimer: Recommendations, suggestions, views, and opinions given by experts are their own. These do not represent the views of the Economic Times)